LPL Financial Holdings (LPLA) Enterprise Value (2009 - 2026)

LPL Financial Holdings (LPLA) posted quarterly Enterprise Value of -$2.7 billion for Q2 2026, up 53.49% year-over-year from -$1.8 billion in Q2 2025, and down 0.58% on a QoQ basis from -$2.7 billion in Q1 2026.

LPL Financial Holdings (LPLA) Enterprise Value (2009 - 2026) Analysis & Trends

LPL Financial Holdings has reported Enterprise Value for 18 years, with the latest figure at -$2.7 billion in Q2 2026.

  • Enterprise Value for Q2 2026 came in at -$2.7 billion, up 53.49% year-over-year; the trailing twelve-month figure through Jun 2026 was -$2.7 billion (up 53.49% YoY), and the FY2025 annual result was -$2.8 billion, down 10.34% from the prior year.
  • Enterprise Value declined to -$2.7 billion in Q2 2026, from -$2.7 billion in the prior quarter.
  • Over five years, Enterprise Value peaked at -$1.6 billion in Q2 2022 and troughed at -$5.8 billion in Q2 2025.
  • A 5-year average of -$2.7 billion and a median of -$2.7 billion in 2026 frame the typical range for Enterprise Value.
  • The widest annual swing landed in 2025, when Enterprise Value slumped 103.46%; it then jumped 53.49% in 2026.
  • A 5-year view of Enterprise Value shows it stood at -$3.0 billion in 2022, then increased by 18.84% to -$2.5 billion in 2023, then dropped by 3.69% to -$2.6 billion in 2024, then retreated by 10.34% to -$2.8 billion in 2025, then rose by 4.72% to -$2.7 billion in 2026.
  • Per Business Quant data, the three most recent Enterprise Value figures were -$2.7 billion in Q2 2026, -$2.7 billion in Q1 2026, and -$2.8 billion in Q4 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Enterprise Value (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn - -160.14 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - -976.35 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - -84.75 Bn
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn -15.88 Bn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn -17.32 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn -2.21 Bn
7 ATIF Holdings 45.42 Bn 45.42 Bn - -1.52 Mn
8 Interactive Brokers 39.54 Bn -3.28 Bn - -42.82 Bn
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - -2.70 Bn
10 Tradeweb Markets 23.53 Bn 22.17 Bn - -1.35 Bn

Historic Data

Download Data
DateValue
Jun 30, 2026 -2.70 Bn
Mar 31, 2026 -2.68 Bn
Dec 31, 2025 -2.83 Bn
Sep 30, 2025 -1.48 Bn
Jun 30, 2025 -5.80 Bn
Mar 31, 2025 -2.74 Bn
Dec 31, 2024 -2.56 Bn
Sep 30, 2024 -1.49 Bn
Jun 30, 2024 -1.64 Bn
Mar 31, 2024 -1.73 Bn
Dec 31, 2023 -2.47 Bn
Sep 30, 2023 -2.17 Bn
Jun 30, 2023 -2.31 Bn
Mar 31, 2023 -2.28 Bn
Dec 31, 2022 -3.05 Bn
Sep 30, 2022 -2.36 Bn
Jun 30, 2022 -1.56 Bn
Mar 31, 2022 -737.38 Mn
Dec 31, 2021 -1.99 Bn
Sep 30, 2021 -897.10 Mn